Investment Policy Statement Consultation
Investment Policy Statement Consultation
One of the primary fiduciary roles that finance and investment committees play is to implement and/or monitor the implementation of their organization’s Investment Policy Statement (IPS). At the beginning of each new institutional client relationship, our first responsibility as advisors is to get to know the client. The best way for us to do so is to review and analyze the existing IPS. We have developed what we believe to be a “best practices” outline for an organization’s IPS, and we use this outline to lead your committee through the process of review and possible rewrite.
In most cases, our first meeting with a new client encompasses a fresh discussion of the goals and objectives of the organization. We challenge each element of the existing policy statement to assist in ensuring that it reflects the organization’s objectives, tolerance for risk, commitments and funding obligations. We will attend each committee meeting prepared to answer questions and to recommend specific alternative courses of action supported by what we believe to be a rigorous analysis. We will also provide drafts that the committee may wish to discuss between meetings. We will review the existing IPS as part of our biennial plan.
Click below to request more information about Mason’s Investment Policy Statement consultation.
Contact Us
Washington, DC Area Office:
Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Office:
Address: 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)
Sign up for updates
Legal Disclosure
Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.
All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.
All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.